Path :- Settings → Users & Companies → Users → Access Rights

This step allows administrators to assign appropriate access rights for the Waste Management module to system users. Users can be configured with roles such as Waste User or Waste Manager, depending on their responsibilities. Proper role assignment ensures that only authorized users can access, manage, and control waste management operations, maintaining security and smooth workflow execution across the system.

Path :- Website → Waste Collection Inquiry → Request Form

This screen represents the website-based waste collection request form, allowing customers to easily submit pickup requests online. Users can enter their personal details, address, and waste-related information such as waste type, category, size, and safety level. The form also enables customers to select preferred pickup date and time slots, along with an option to use the same address or provide a different pickup location. Additionally, users can choose between one-time booking or subscription-based service plans, with dynamic plan details displayed based on selection. Upon submission, the system automatically generates a CRM lead and initiates the quotation and service workflow, ensuring a seamless transition from customer inquiry to backend processing.

Path :- Website → Waste Collection Inquiry → Submission Confirmation Page

This screen is displayed after a customer successfully submits a waste collection request through the website. It serves as a confirmation page, informing the user that their request has been recorded in the system. The page provides quick actions such as submitting another request or accessing the customer portal to track the status of the submitted request. It also highlights portal login details, enabling users to monitor progress, view updates, and stay informed about their waste collection service. This ensures a smooth user experience with clear next steps and improved customer engagement.

Path :- Website → My Account → Customer Portal Dashboard

This screen represents the customer portal dashboard, where users can conveniently manage and track their waste collection services in one place. It provides dedicated sections for Subscription Orders, Booking Orders, and Collection Requests, allowing customers to view details, monitor service status, and access historical records. The portal also includes options to review invoices, manage addresses, and handle account settings. This centralized interface enhances user experience by offering full visibility and control over all waste-related activities, ensuring transparency and easy access to service information.

This screen displays all customer subscription-based waste collection orders in a structured list view. It includes important details such as subscription plan, pickup dates, charges, and current status. Users can easily track recurring services, monitor active subscriptions, and review past or upcoming scheduled pickups under their selected plans.

This interface shows all waste collection requests submitted by the customer, including both one-time and subscription-based requests. It provides key information like waste type, service type, pickup schedule, and request status. Users can track the progress of each request from draft to completion, ensuring full visibility of their waste collection activities.

Path :- Waste Management → Waste Collection Tracking → Waste Collection Requests

This screen represents the backend form view of a waste collection request, where internal users can review, validate, and manage customer requests. It provides detailed information including customer details, service type (one-time or subscription), pickup schedule, and selected subscription plan. Users can control the workflow using action buttons such as Approve and Cancel, and track the request status through stages like Draft, Approved, Confirmed, Out for Collection, Picked Up, and Cancelled. The form also includes organized tabs for Customer, Waste, and Notes, along with linked records such as CRM leads, quotations, booking orders, and subscription orders. This interface ensures efficient processing, validation, and coordination of waste collection requests within the organization.

Path :- Waste Management → Waste Collection Tracking → Leads

This screen represents the CRM lead generated from a waste collection request, enabling the sales team to manage and convert inquiries into business opportunities. It displays key information such as customer details, expected revenue, probability, and assigned salesperson. The Waste Collection tab provides complete request-related data including pickup schedule, service type, subscription plan, and waste details. Users can perform sales actions like creating quotations, marking opportunities as Won or Lost, and progressing through pipeline stages such as New, Qualified, and Proposal. This integration ensures a smooth transition from customer inquiry to sales processing, improving conversion tracking and overall sales efficiency.

Path :- Waste Management → Waste Collection Tracking → Leads → Quotation

This screen represents the quotation form generated from a waste collection CRM lead, enabling the sales team to define pricing and service details for the customer. It includes customer information, quotation date, expiration, and payment terms, along with detailed order lines displaying selected service plans such as subscription packages or one-time services. Users can perform key actions like Send, Print, Confirm, or Cancel the quotation, and track its progress through stages like Quotation, Quotation Sent, and Sales Order. The system automatically calculates taxes and total amounts, ensuring accurate billing. This integration streamlines the conversion of waste collection requests into confirmed sales orders, supporting a smooth transition from inquiry to revenue generation.

Path :- Waste Management → Waste Collection Tracking → Leads → Create Subscription Order

This screen represents the final stage of the CRM lead lifecycle, where a waste collection opportunity is successfully converted into a business transaction. Once the quotation is confirmed and the opportunity is marked as Won, users can directly create a Subscription Order using the dedicated action button. The interface highlights key indicators such as confirmed quotation count and sales order linkage, ensuring full traceability. It retains all waste collection details including service type, pickup schedule, and selected subscription plan, enabling seamless order creation without re-entering data. This functionality streamlines the transition from sales to operations, ensuring efficient handling of recurring waste collection services and improving overall process automation.

Path :- Waste Management → Waste Collection Tracking → Subscriptions

This screen displays the subscription orders in a Kanban view, allowing users to efficiently manage recurring waste collection services. Each card represents a subscription with key details such as customer name, selected plan, next invoice date, next service schedule, and recurring amount. Subscriptions are organized into stages like Draft, Approved, Quotation, Running, On Hold, Expired, and Cancelled, enabling clear lifecycle tracking. Users can quickly monitor the status of each subscription, take necessary actions, and ensure timely service execution and billing. This visual interface simplifies the management of recurring operations and enhances operational visibility for subscription-based waste collection services.

Path :- Waste Management → Waste Collection Tracking → Subscriptions → Subscription Order

This screen represents the detailed form view of a subscription order, providing complete control over recurring waste collection services. It includes key information such as customer details, selected subscription plan, billing cycle, start and end dates, and recurring pricing. Users can manage the subscription lifecycle using actions like Activate and Terminate, while tracking its progress through stages such as Draft, Approved, Quotation, Running, On Hold, Expired, and Cancelled. The Billing Setup section defines invoice schedules and automation, including next invoice date and linked quotation. Additional tabs like Invoice Schedule and Payment History provide transparency into billing and payment status. This interface ensures efficient management of subscription-based services with clear visibility into both operational and financial aspects.

Path :- Waste Management → Waste Collection Tracking → Subscriptions → Running Subscription → Pickup Details

This screen represents an active (running) subscription order with detailed pickup scheduling information. It provides complete visibility into the ongoing service, including subscription summary, billing setup, and recurring amount. The Pickup Details tab highlights operational data such as pickup date and time slot, next service date, service cycle (e.g., weekly), and remaining pickups. It also includes automation features like auto-creation of service bookings, ensuring that pickup orders are generated based on the defined schedule. Users can manage the subscription using actions like Hold, Create Booking Order, Expire, Terminate, and Schedule Renewal, enabling full control over the service lifecycle. This view ensures efficient coordination between billing and field operations for uninterrupted waste collection services.

Path :- Waste Management → Waste Collection Tracking → Subscriptions → Running Subscription → Invoice Schedule

This screen represents the invoice schedule of an active subscription, providing a detailed view of upcoming and generated invoices for recurring waste collection services. It displays key billing information such as invoice dates, amounts, pending balances, invoice status, and payment status. Users can track whether invoices are in Draft, Processed, or Paid states and perform actions like creating or opening invoices directly from the interface. The screen also supports subscription management actions such as Hold, Create Booking Order, Expire, Terminate, and Schedule Renewal, allowing full control over the subscription lifecycle. This feature ensures accurate billing, timely invoicing, and improved financial tracking for subscription-based services.

Path :- Waste Management → Waste Collection Tracking → Subscriptions → Running Subscription → Payment History

This screen displays the payment history of a subscription order, providing a clear overview of all financial transactions related to recurring waste collection services. It includes details such as invoice date, total amount, pending amount, invoice status, and payment status. Users can easily track whether payments are Draft, Paid, or Not Paid, ensuring transparency in financial records. This feature helps businesses monitor outstanding dues, verify completed payments, and maintain accurate billing records, enabling better financial control and improved customer account management within the subscription lifecycle.

Path :- Waste Management → Waste Collection Tracking → Subscriptions → Invoice Schedule → Invoice

This screen represents the customer invoice generated for a waste collection subscription, providing detailed billing information for the service. It includes customer details, invoice and due dates, and a breakdown of invoice lines showing the selected service plan, quantity, unit price, taxes, and total amount. Users can manage the invoice lifecycle using actions such as Confirm (Post) or Cancel, and track its status from Draft to Posted. The system automatically calculates taxes and total payable amounts, ensuring accurate and transparent billing. This feature enables efficient financial management and seamless integration between subscription services and accounting operations.

Path :- Waste Management → Waste Collection Tracking → Subscriptions → Running Subscription → Create Booking Order

This screen highlights the functionality to manually create a booking order from an active subscription. Using the Create Booking Order action, users can generate individual service bookings outside the automated schedule when required. This is particularly useful for handling extra pickups, missed services, or special customer requests. The system leverages existing subscription data such as customer details, service plan, and pickup information to create booking orders quickly without redundant data entry. This feature provides flexibility in operations while maintaining consistency and ensuring efficient service management within subscription-based waste collection workflows.

Path :- Waste Management → Waste Collection Tracking → Bookings

This screen represents the booking order form for waste collection services, which is generated either from a subscription or a one-time request. It provides complete details including linked collection request, subscription order, and CRM lead, ensuring full traceability across the system. Users can manage the booking workflow using actions like Approve and Cancel, and track progress through stages such as Draft, Approved, Confirmed, Out for Collection, Picked Up, and Cancelled. The form includes customer details, service information, pickup schedule, and address data, along with dedicated tabs for Customer, Waste, and Notes. This interface enables operations teams to efficiently manage and execute waste collection bookings with clear visibility and control over each service request.

Path :- Waste Management → Waste Collection Tracking → Bookings → Confirmed Booking → Create Pickup Order

This screen represents the process of creating a pickup order from a confirmed booking, enabling the transition from planning to execution in waste collection operations. Once a booking is confirmed, users can generate a Pickup Order using the dedicated action button. The system carries forward all relevant details such as customer information, service type, pickup schedule, and address, ensuring no duplication of data. This step initiates the field operation workflow, allowing teams to assign vehicles, drivers, and track collection activities. It ensures a smooth handover from backend planning to on-ground service execution, improving operational efficiency and service accuracy.

Path :- Waste Management → Waste Collection Tracking → Pickup Orders

This screen represents the pickup order form, which is the final operational stage in the waste collection process. It allows users to manage and execute waste pickup activities after a booking is confirmed. Key details include linked booking order and subscription, waste type, estimated quantity, and scheduled pickup time. Users can control the workflow using actions like Schedule and Cancel, and track progress through stages such as Draft, Scheduled, In Progress, Completed, and Cancelled. The Vehicle Assignment section enables assigning collection vehicles, drivers, and defining source and destination locations, while Completion Details capture actual collected quantity and units. Additional tabs like Locations, Vehicle Log, and Completion Notes provide full operational tracking. This ensures efficient coordination of field operations and accurate execution of waste collection services.

Path :- Waste Management → Waste Collection Tracking → Subscriptions → Expired Subscription

This screen represents a subscription that has reached its end of lifecycle (Expired state), where all scheduled pickups have been completed and the remaining pickups count reaches zero. It provides complete visibility into subscription details, billing setup, and pickup history, along with a detailed activity log that tracks every stage transition and service execution. Users can take further action using the Schedule Renewal option to extend or renew the subscription for continued service. The interface also highlights related records such as booking orders, invoices, and quotations, ensuring full traceability. This feature helps businesses effectively manage subscription closures while providing a seamless way to renew services and maintain customer continuity.

Path :- Waste Management → Waste Collection Tracking → Subscriptions → Renewed Subscription

This screen represents a renewed subscription order, created after scheduling a renewal for an expired or completed subscription. It highlights the updated start and end dates, indicating a new service cycle while maintaining continuity from the previous subscription through the “Renewed From” reference. The Billing Setup section reflects the recurring plan, pricing, and next invoice date, while the Invoice Schedule tab automatically generates a new series of upcoming invoices based on the defined billing cycle. Each scheduled entry includes invoice date, amount, and status, allowing users to manage future billing efficiently. This feature ensures seamless renewal of waste collection services, maintaining uninterrupted operations and consistent revenue flow without manual reconfiguration.

Path :- Waste Management → Waste Collection Tracking → Reports → Waste Request Summary

This screen represents a comprehensive waste request summary report, providing a complete overview of the entire service lifecycle for a specific request. It includes customer information, service type, pickup date, and current status (e.g., Picked Up), along with detailed sections for customer details, address, waste specifications, and pickup location. The report also displays linked records such as the CRM lead, quotation, booking order, subscription, and selected service plan, ensuring full traceability across all modules. This document serves as a centralized reference for both operational and administrative teams, enabling better tracking, reporting, and decision-making throughout the waste collection process.

Path :- Website Portal / Sales → Quotation → Print / Preview Quotation Report

This screen represents the final generated quotation document for a waste collection service. It provides a professional summary of the proposed service offered to the customer. The report includes complete customer details, service specifications (waste type, category, estimated size, pickup slot), and a breakdown of quoted items such as subscription plans with pricing and taxes.

Additionally, it highlights pickup information, billing cycle, and commercial summary including untaxed amount, tax, and total payable amount. This document is typically shared with the customer for approval before converting it into a confirmed order or subscription.

Path :- Waste Management → Bookings → Booking Order → Print / Preview Report

This screen represents the generated booking order report for a waste collection service. It provides a summarized and printable view of a confirmed booking, including customer information, service type, and scheduled pickup details.

The report displays key sections such as customer details, billing address, and booking summary covering waste type, category, estimated size, danger level, and assigned time slot. It also includes the pickup address for service execution.

Path :- Waste Management → Subscriptions → Subscription Order → Print / Preview Report

This screen represents the subscription order report in an expired state, showing that the waste collection service period has been completed. It provides a full summary of the customer’s subscription, including plan details, billing cycle, and service schedule.

The report displays customer information along with the selected plan (Weekly Starter Plan), pickup frequency, and remaining pickups (which is 0, indicating completion). The schedule section highlights the start and end dates of the subscription, confirming that the service duration has ended.

Path :- Waste Management → Pickup Orders → Open Pickup Order → Print Report

The Waste Pickup Order Report provides a complete operational summary of a scheduled and completed waste collection task. It includes key details such as customer information, scheduled and completed pickup times, service type, waste classification, and estimated quantity. The report also captures vehicle and driver assignment, collection route (source to destination), and odometer readings for tracking logistics efficiency.